SWM
CRCL

SHP Wealth Management’s Circle Internet Group CRCL Stock Holding History

SHP Wealth Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.82K Hold
40
– – ﹤0.01% 1133
2025
Q4 		$3.17K Buy
+40
New +$4.13K ﹤0.01% 1058

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SHP Wealth Management's CRCL Position: Q1 2026 in Review

SHP Wealth Management held its Circle Internet Group (CRCL) position steady in Q1 2026 at 40 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

SHP Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • SHP Wealth Management held 40 shares of Circle Internet Group worth $3.82K as of Q1 2026.
  • SHP Wealth Management left its Circle Internet Group share count unchanged in Q1 2026.
  • Circle Internet Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1133 holding.
  • SHP Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.